Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Marie Reid is a financial advisor with over 27 years of experience in the financial services industry. Michelle has worked with a number of firms including Merrill Lynch, Investors Capital Corp, and Cetera Investment Advisers LLC. Michelle is currently registered with Cetera Investment Advisers LLC, a firm that provides financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
03/21/2024 - Present
Cetera Investment Advisers LLC (WOBURN MA)
MA
09/15/2006 - 10/03/2016
INVESTORS CAPITAL CORP. (WOBURN MA)
MA
10/20/2004 - 09/21/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (LYNN MA)
NY
08/30/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
03/09/2000 - 09/07/2000
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
TN
10/29/1999 - 03/02/2000
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
RI
10/02/1997 - 11/24/1999
FISCO EQUITY, INC. (LINCOLN RI)
NY
03/10/1995 - 09/24/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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